See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,216 | $183,519-92.8% | $155,509-91.5% | $145,922-90.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.53% | 61.17%-46.6pp | 64.67%-50.1pp | 561.29%-546.8pp |
| Employer contribution / active EE | $863 | $5,313-83.8% | $4,672-81.5% | $4,660-81.5% |
| Participant deferral / active EE | $2,353 | $6,462-63.6% | $5,626-58.2% | $6,688-64.8% |
| Admin fee / account holder | $140 | $19,313-99.3% | $15,912-99.1% | $13,397-99.0% |